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BIZD and HIPS share 13.4% of their holdings.
| Side by side | BIZD | HIPS |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 9.69% | 1.09% |
| Cost per year on $10k | $969 | $109 |
| Trailing 12-mo yield | 12.42% | 12.14% |
| Income per year on $10k | $1,242 | $1,214 |
| YTD | −2.9% | −1.1% |
| 1 year | −0.3% | +2.1% |
| 3 years · per year | +5.9% | +7.8% |
| 5 years · per year | +4.4% | +2.2% |
| Worst drop · 1Y | −15.4% | −11.3% |
| Volatility · 1Y | 19.2% | 10.0% |
| Holdings | 35 | 41 |
| Assets | $1.5B | $93M |
| Leverage | None | None |
| Since | 2013 | 2015 |
Highlighted = best in the row. Returns include dividends.